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Add missing params in vbba setup flow and clean up #36689

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merged 2 commits into from
Feb 20, 2024
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@nkuoch nkuoch commented Feb 16, 2024

Details

  • fixing the connectBankAccount* flow that may not submit successfully sometimes
  • adding some missing params that we needed to save in db (isSavings, mask...)
  • passing policyID everywhere to prepare for being able to add different bank account per workspace

Fixed Issues

$ https://github.com/Expensify/Expensify/issues/369943
Part of https://github.com/Expensify/Expensify/issues/299712

Tests

image

Start setting up a workspace bank account via Plaid (Plaid Savings).

image image

Make sure you're redirected to the manual form.

Enter routing number 011401533 and account number 1111222233331112. You should get an error:
image

Open your Network console.

Replace account number by 1111222233331111. You should be redirected to the personal step.
image

Make sure the call ConnectBankAccountManually sent isSavings, plaidAccessToken, plaidMask and policyID
image

QA Steps

Same as Tests

PR Author Checklist

  • I linked the correct issue in the ### Fixed Issues section above
  • I wrote clear testing steps that cover the changes made in this PR
    • I added steps for local testing in the Tests section
    • I added steps for the expected offline behavior in the Offline steps section
    • I added steps for Staging and/or Production testing in the QA steps section
    • I added steps to cover failure scenarios (i.e. verify an input displays the correct error message if the entered data is not correct)
    • I turned off my network connection and tested it while offline to ensure it matches the expected behavior (i.e. verify the default avatar icon is displayed if app is offline)
    • I tested this PR with a High Traffic account against the staging or production API to ensure there are no regressions (e.g. long loading states that impact usability).
  • I included screenshots or videos for tests on all platforms
  • I ran the tests on all platforms & verified they passed on:
    • Android: Native
    • Android: mWeb Chrome
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    • iOS: mWeb Safari
    • MacOS: Chrome / Safari
    • MacOS: Desktop
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Screenshots/Videos

See in Tests

Android: Native
Android: mWeb Chrome
iOS: Native
iOS: mWeb Safari
MacOS: Chrome / Safari
MacOS: Desktop

@nkuoch nkuoch self-assigned this Feb 16, 2024
@nkuoch nkuoch force-pushed the nat-policyvbba branch 4 times, most recently from c3ab3bf to 8923ee8 Compare February 16, 2024 15:21
@nkuoch nkuoch changed the title [WIP] Support vbbas per workspace + refactor [WIP] Add missing params in vbba setup flow Feb 16, 2024
@nkuoch nkuoch changed the title [WIP] Add missing params in vbba setup flow [WIP] Add missing params in vbba setup flow and clean up Feb 16, 2024
@nkuoch nkuoch changed the title [WIP] Add missing params in vbba setup flow and clean up Add missing params in vbba setup flow and clean up Feb 16, 2024
@nkuoch nkuoch requested a review from mountiny February 16, 2024 17:41
@nkuoch nkuoch changed the title Add missing params in vbba setup flow and clean up [HOLD] Add missing params in vbba setup flow and clean up Feb 16, 2024
@nkuoch nkuoch marked this pull request as ready for review February 16, 2024 17:43
@nkuoch nkuoch requested a review from a team as a code owner February 16, 2024 17:43
@melvin-bot melvin-bot bot removed the request for review from a team February 16, 2024 17:43
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melvin-bot bot commented Feb 16, 2024

@situchan @ One of you needs to copy/paste the Reviewer Checklist from here into a new comment on this PR and complete it. If you have the K2 extension, you can simply click: [this button]

@melvin-bot melvin-bot bot requested a review from situchan February 16, 2024 17:43
@nkuoch nkuoch changed the title [HOLD] Add missing params in vbba setup flow and clean up Add missing params in vbba setup flow and clean up Feb 16, 2024
@nkuoch nkuoch requested review from a team and removed request for mountiny February 16, 2024 20:26
@melvin-bot melvin-bot bot requested review from DylanDylann and removed request for a team February 16, 2024 20:26
@nkuoch nkuoch removed the request for review from DylanDylann February 16, 2024 20:27
@Expensify Expensify deleted a comment from melvin-bot bot Feb 16, 2024
@nkuoch nkuoch requested review from situchan and removed request for situchan February 16, 2024 20:30
@situchan
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This PR is:

  • fixing the connectBankAccount* flow that may not submit successfully sometimes
  • adding some missing params that we needed to save in db (isSavings, mask...)
  • passing policyID everywhere to prepare for being able to add different bank account per workspace

@situchan
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situchan commented Feb 20, 2024

Reviewer Checklist

  • I have verified the author checklist is complete (all boxes are checked off).
  • I verified the correct issue is linked in the ### Fixed Issues section above
  • I verified testing steps are clear and they cover the changes made in this PR
    • I verified the steps for local testing are in the Tests section
    • I verified the steps for Staging and/or Production testing are in the QA steps section
    • I verified the steps cover any possible failure scenarios (i.e. verify an input displays the correct error message if the entered data is not correct)
    • I turned off my network connection and tested it while offline to ensure it matches the expected behavior (i.e. verify the default avatar icon is displayed if app is offline)
  • I checked that screenshots or videos are included for tests on all platforms
  • I included screenshots or videos for tests on all platforms
  • I verified tests pass on all platforms & I tested again on:
    • Android: Native
    • Android: mWeb Chrome
    • iOS: Native
    • iOS: mWeb Safari
    • MacOS: Chrome / Safari
    • MacOS: Desktop
  • If there are any errors in the console that are unrelated to this PR, I either fixed them (preferred) or linked to where I reported them in Slack
  • I verified proper code patterns were followed (see Reviewing the code)
    • I verified that any callback methods that were added or modified are named for what the method does and never what callback they handle (i.e. toggleReport and not onIconClick).
    • I verified that the left part of a conditional rendering a React component is a boolean and NOT a string, e.g. myBool && <MyComponent />.
    • I verified that comments were added to code that is not self explanatory
    • I verified that any new or modified comments were clear, correct English, and explained "why" the code was doing something instead of only explaining "what" the code was doing.
    • I verified any copy / text shown in the product is localized by adding it to src/languages/* files and using the translation method
    • I verified all numbers, amounts, dates and phone numbers shown in the product are using the localization methods
    • I verified any copy / text that was added to the app is grammatically correct in English. It adheres to proper capitalization guidelines (note: only the first word of header/labels should be capitalized), and is approved by marketing by adding the Waiting for Copy label for a copy review on the original GH to get the correct copy.
    • I verified proper file naming conventions were followed for any new files or renamed files. All non-platform specific files are named after what they export and are not named "index.js". All platform-specific files are named for the platform the code supports as outlined in the README.
    • I verified the JSDocs style guidelines (in STYLE.md) were followed
  • If a new code pattern is added I verified it was agreed to be used by multiple Expensify engineers
  • I verified that this PR follows the guidelines as stated in the Review Guidelines
  • I verified other components that can be impacted by these changes have been tested, and I retested again (i.e. if the PR modifies a shared library or component like Avatar, I verified the components using Avatar have been tested & I retested again)
  • I verified all code is DRY (the PR doesn't include any logic written more than once, with the exception of tests)
  • I verified any variables that can be defined as constants (ie. in CONST.js or at the top of the file that uses the constant) are defined as such
  • If a new component is created I verified that:
    • A similar component doesn't exist in the codebase
    • All props are defined accurately and each prop has a /** comment above it */
    • The file is named correctly
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    • Any internal methods bound to this are necessary to be bound (i.e. avoid this.submit = this.submit.bind(this); if this.submit is never passed to a component event handler like onClick)
    • All JSX used for rendering exists in the render method
    • The component has the minimum amount of code necessary for its purpose, and it is broken down into smaller components in order to separate concerns and functions
  • If any new file was added I verified that:
    • The file has a description of what it does and/or why is needed at the top of the file if the code is not self explanatory
  • If a new CSS style is added I verified that:
    • A similar style doesn't already exist
    • The style can't be created with an existing StyleUtils function (i.e. StyleUtils.getBackgroundAndBorderStyle(theme.componentBG)
  • If the PR modifies code that runs when editing or sending messages, I tested and verified there is no unexpected behavior for all supported markdown - URLs, single line code, code blocks, quotes, headings, bold, strikethrough, and italic.
  • If the PR modifies a generic component, I tested and verified that those changes do not break usages of that component in the rest of the App (i.e. if a shared library or component like Avatar is modified, I verified that Avatar is working as expected in all cases)
  • If the PR modifies a component related to any of the existing Storybook stories, I tested and verified all stories for that component are still working as expected.
  • If the PR modifies a component or page that can be accessed by a direct deeplink, I verified that the code functions as expected when the deeplink is used - from a logged in and logged out account.
  • If the PR modifies the form input styles:
    • I verified that all the inputs inside a form are aligned with each other.
    • I added Design label so the design team can review the changes.
  • If a new page is added, I verified it's using the ScrollView component to make it scrollable when more elements are added to the page.
  • If the main branch was merged into this PR after a review, I tested again and verified the outcome was still expected according to the Test steps.
  • I have checked off every checkbox in the PR reviewer checklist, including those that don't apply to this PR.

Screenshots/Videos

Android: Native
Android: mWeb Chrome
iOS: Native
iOS: mWeb Safari
MacOS: Chrome / Safari
Screen.Recording.2024-02-20.at.5.43.41.PM.mov
Screenshot 2024-02-20 at 5 51 11 PM
MacOS: Desktop

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melvin-bot bot commented Feb 20, 2024

@hayata-suenaga Please copy/paste the Reviewer Checklist from here into a new comment on this PR and complete it. If you have the K2 extension, you can simply click: [this button]

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melvin-bot bot commented Feb 20, 2024

🎯 @situchan, thanks for reviewing and testing this PR! 🎉

An E/App issue has been created to issue payment here: #36872.

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@nkuoch if you have time, could you answer @situchan's question?

@hayata-suenaga hayata-suenaga merged commit 51246f0 into main Feb 20, 2024
22 of 24 checks passed
@hayata-suenaga hayata-suenaga deleted the nat-policyvbba branch February 20, 2024 18:36
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✋ This PR was not deployed to staging yet because QA is ongoing. It will be automatically deployed to staging after the next production release.

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🚀 Deployed to staging by https://github.com/hayata-suenaga in version: 1.4.44-0 🚀

platform result
🤖 android 🤖 success ✅
🖥 desktop 🖥 success ✅
🍎 iOS 🍎 success ✅
🕸 web 🕸 success ✅

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🚀 Deployed to production by https://github.com/puneetlath in version: 1.4.44-13 🚀

platform result
🤖 android 🤖 success ✅
🖥 desktop 🖥 success ✅
🍎 iOS 🍎 success ✅
🕸 web 🕸 success ✅

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4 participants